A Custom View in Tableau Server is a “personalized” version of a Tableau dashboard or worksheet that you can create based on a set of filters or selections. If you create a custom view, you can easily access your saved configuration without repeating the filters and selections.
Examples of how this may be useful for you:
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Set the Stages dashboard so that you have a pre-built view where you are the fundraiser, without having to re-apply the filters each time.
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Set the Look to Michigan Campaign Reporting dashboard so that you have a pre-built view of your SCCU.
To create a custom view, navigate to the Tableau dashboard.
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Set up the filters and any selections you’d like.
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In the blue header bar, select the “Save Custom View” option.
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Fill in the Custom View prompts: Name it, decide whether it will be your default view of the dashboard (i.e., will that be the view you see when you open the dashboard), and whether this is a public / shared view. Then Save.
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To see your custom view, select “View: [View Name]“ in the blue header bar. You can change your view to another custom view, or back to the original view.
Custom views are also really useful in conjunction with Subscriptions!